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Articles tagged "delete" returned 48 results.
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Viewing and Uploading Documents
...Close modal The file will then be available in Gold-Vision Close modal Tip Tip: users can also link new folders by selecting the New Folder option or delete the folder...
Brand Style
...A ‘Manage Colour Groups’ option appears as an icon appears at the top of the Colours screen. Close modal Use this to edit or delete your colour groups: Close modal...
Automations
...Ellipsis icon to Delete an element. Close modal Or, click on the ellipsis icon of any Email element to add a Follow up email. Info See Follow up Email...
Merging Accounts Or Contacts
...Target) and include sub items such as Opportunities and Activities. By checking the ‘Delete source after merging’ checkbox, you will be left with one record – removing a duplicate without...
Managing Quote Products
...no longer required on the quote this can be either deleted or made Optional by ticking the Optional tick box against the product. Optional products are not included in the...
Emails Overview
...it to a folder, add a Follow up email or delete that email. Close modal Info See Follow up Email for more information on how to create them...
Creating a Quick Quote
...be added at a later time. Close modal Info You can Add items, Edit and Delete the Quote as other Quotes. Tip Use Reference Numbering to uniquely number your Quotes....
How to create a drag & drop template
...or row, there is the option to delete or duplicate. When you select duplicate, a direct copy of the content or row will appear below: Close modal Template previews While...
Configuring Time
...Select an Edit / Delete Mode option from the following list Creator Only Creator Only – within 24 hours of creation Creator Only – within 7 days of creation All...
User Defined Reporting
...Fields, Filters & Sort options. Close modal When you Save your report, you will be given the option to Run, Export Data, Copy or Delete. Info Choosing Run will create...
